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| M Financial Investment Advisers Inc
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|---|---|
| CRD # | 106648 |
| SEC # | 801-50553 |
| CIK # | 0001003031 |
| AUM | 1,006.2 M (2026-03-20) |
| Employees | 3 (0% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-232-6960 |
| Address | M Financial Plaza Portland, OR 97209 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001003031 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 17.4 | ||
| Apple Inc | 14.9 | ||
| Microsoft Corp | 11.4 | ||
| Amazon Com Inc | 8.5 | ||
| Facebook Inc | 6.3 | ||
| Alphabet Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Broadcom Inc | 4.4 | ||
| Alphabet Inc | 4.2 | ||
| Johnson & Johnson | 3.9 | ||
| Lilly Eli & Co | 3.6 | ||
| Visa Inc | 2.8 | ||
| Chevron Corp | 2.8 | ||
| Micron Technology Inc | 2.4 | ||
| Royal Dutch Shell PLC | 2.3 | ||
| Mastercard Inc | 2.2 | ||
| Cisco Systems Inc | 2.1 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Caterpillar Inc | 1.9 | ||
| Tesla Motors Inc | 1.9 | ||
| Merck & Co Inc | 1.9 | ||
| Home Depot Inc | 1.7 | ||
| Procter & Gamble Co | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Health Care REIT Inc /DE/ | 1.6 | ||
| Verizon Communications Inc | 1.6 | ||
| AbbVie Inc | 1.6 | ||
| Netflix Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1,006.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 1,006.2 |
| By Discretionary | ||
| Discretionary | 4 | 1,006.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 1,006.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,006.2 | |
| Total | 4 | 1,006.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001003031] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
M Financial Asset Management Inc
✚
|
OR | 1,234.6 M |
|
M Financial Investment Advisers Inc
✚
|
OR | 1,006.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wedbush Fund Advisers LLC
✚
|
CA | 1,021.2 M |
|
Soundwatch Capital LLC
✚
|
TX | 1,021.0 M |
|
10X Capital Partners LLC
✚
|
NY | 1,011.3 M |
|
Main Management Fund Advisors LLC
✚
|
CA | 1,011.3 M |
|
FTA Asset Management LLC
✚
|
NC | 1,010.9 M |
|
Volofin Capital Management US LLC
✚
|
SC | 1,006.1 M |
|
Verbena Value LP
✚
|
CT | 1,000.0 M |
|
Cander Asset Management LP
✚
|
NY | 989.0 M |
|
Sculptor Advisors LLC
✚
|
NY | 989.0 M |
|
Goodwin Capital Advisers Inc
✚
|
CT | 986.6 M |